When surveyed by the agency on October 27, Jiang Bolong said that based on information released by a third party agency, the implementation of AI models in the cloud and on the end side has become a clear industry trend. Although storage demand may be affected by fluctuations in the downstream terminal market in the short term, the AI model is expected to continue to increase demand in the storage industry in the long run. Affected by past industry cycle fluctuations, overseas original manufacturers still adopt relatively prudent NAND Flash capital expenditure strategies and promote moderate growth in NAND Flash supply through technological upgrades, so the supply and demand relationship in the storage industry will remain tight.

When surveyed by the agency on October 27, Jiang Bolong said that based on information released by a third party agency, the implementation of AI models in the cloud and on the end side has become a clear industry trend. Although storage demand may be affected by fluctuations in the downstream terminal market in the short term, the AI model is expected to continue to increase demand in the storage industry in the long run. Affected by past industry cycle fluctuations, overseas original manufacturers still adopt relatively prudent NAND Flash capital expenditure strategies and promote moderate growth in NAND Flash supply through technological upgrades, so the supply and demand relationship in the storage industry will remain tight.